Farther Finance Advisors’s Western Asset Diversified Income Fund WDI Stock Holding History

Farther Finance Advisors’s Portfolio WDI Stock Details WDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,500	Closed	-$20.7K	–	5904
2025 Q4	$20.7K	Hold	1,500	–	–	﹤0.01%	3418
2025 Q3	$22.1K	Hold	1,500	–	–	﹤0.01%	2983
2025 Q2	$22.3K	Sell	1,500 -4,202	-74%	-$60K	﹤0.01%	2612
2025 Q1	$82.2K	Buy	5,702 +84	+1%	+$1.24K	﹤0.01%	1639
2024 Q4	$80.1K	Buy	5,618 +1,618	+40%	+$24.3K	﹤0.01%	1414
2024 Q3	$62.7K	Buy	+4,000	New	+$60.7K	﹤0.01%	1529

Other funds holding WDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farther Finance Advisors's WDI Position: Q1 2026 in Review

Farther Finance Advisors sold out of Western Asset Diversified Income Fund (WDI) in Q1 2026, closing a stake of 1,500 shares — an estimated $20.7K sold.

Farther Finance Advisors first reported a position in WDI in Q3 2024 and held it in 6 quarters. The position peaked at $82.2K in Q1 2025. 66 funds tracked by Wall St. Rank hold WDI as of Q1 2026.

Farther Finance Advisors reported no remaining Western Asset Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
Farther Finance Advisors sold 1,500 Western Asset Diversified Income Fund shares in Q1 2026, an estimated $20.7K.
Farther Finance Advisors first reported a position in Western Asset Diversified Income Fund in Q3 2024 and held it in 6 quarters.
Farther Finance Advisors's Western Asset Diversified Income Fund position peaked at $82.2K in Q1 2025.
66 funds tracked by Wall St. Rank held Western Asset Diversified Income Fund as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.